LJ
Louise J

1 reviews | Active since Mar 2019

07 Mar 2019, 15:21

Momentum Retirement Annuity

I would like to log a complaint against Momentum. On the 4th of February 2019 they sent me an e-mail confirming that they will make a pay-out owed to me from a Momentum retirement annuity within the next 24-48 hours. On the 6th of February we still received no payment. We gave it time and GJ Gouws ( ********** ) our broker followed up from his side…he said he made contact with Momentum and we are still waiting upon a response about the pay-out. On the 28th of Feb 2019 we went in to the Welkom branch and the lady told us she did not have the correct system in order to assist us and can’t help us… On the 28th of Feb 2019 we made contact from our side and then Momentum (call centre) ( ********** 321) said that something was not right on SARS side and that we need to go in with my husband’s ID as proof and get a notice of registration. Upon arrival at SARS we were informed by SARS that everything was in order and that there was no issue with the ID, nevertheless we gave the ID to carry out Momentums request and got a notice of registration. We forwarded this to Momentum On the 7th of March 2019 – still no pay-out and still no word from Momentum.

Policy Holder: Mr. Gideon Johannes Joubert Cell: ********** (After 14:00) ID Number: ********** 144082 Policy Number: 01 ********** 14

0
Replies (3)
Momentum (SA)
Momentum (SA)'s reply07 Mar 2019, 15:26
Official
Thank you for taking the time to inform us of your concerns. I am busy investigating the matter and will provide feedback shortly. 

Kind regards
CK 
Momentum (SA)
Momentum (SA)'s reply08 Mar 2019, 11:04
Official
I may confirm that this complaint has been resolved and payment of the cash withdrawal portion of the Retirement Annuity released this morning. 

I am truly sorry for the delay and the subsequent frustration it caused.

Kind regards
CK
LJ
Louise J's update08 Mar 2019, 11:16
Reviewer Update
Hiermee wil ek net baie dankie sê vir Charmaine Kopper van Momentum wat ons ge****ak het. Dit was voorwaar 'n plesier om met jou te kon werk. Weereens baie baie dankie. Louise Joubert